Who Owns Liberty Energy Stock?
NYSE: LBRTEnergyOilfield Services/EquipmentUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 113.31%
- Institutions (% of float)
- 115.61%
- Held by insiders
- 1.99%
- Institutional holders
- 519
- Institutions 98.0%
- Insiders 2.0%
- Public and other 0.0%
Who owns Liberty Energy stock?
Institutional investors own about 113.3% of Liberty Energy's shares, spread across 519 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.99% of LBRT.
The largest institutional holders are Blackrock Inc. (16.88%), Vanguard Portfolio Management LLC (6.84%) and Dimensional Fund Advisors LP (5.77%). Together, the top 10 institutions control 52.3% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their LBRT positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of LBRT
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 27.55M | 16.88% | +7.2% |
| Vanguard Portfolio Management LLC | 11.16M | 6.84% | +6.0% |
| Dimensional Fund Advisors LP | 9.42M | 5.77% | +2.0% |
| State Street Corporation | 7.07M | 4.33% | +2.9% |
| Vanguard Capital Management LLC | 7.07M | 4.33% | +1.1% |
| American Century Companies Inc | 6.93M | 4.24% | -10.0% |
| Geode Capital Management, LLC | 4.60M | 2.82% | +17.6% |
| Franklin Resources, Inc. | 4.23M | 2.59% | +6.7% |
| Frontier Capital Management Company LLC | 3.72M | 2.28% | +49.2% |
| Nomura Asset Management International Inc | 3.65M | 2.24% | +7.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of LBRT
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 9.95M | 6.10% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 5.41M | 3.31% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 4.91M | 3.01% |
| iShares Trust-iShares Russell 2000 ETF | 4.12M | 2.53% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 3.56M | 2.18% |
| VanEck ETF Trust-VanEck Oil Services ETF | 2.44M | 1.50% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 2.07M | 1.27% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 2.05M | 1.25% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.87M | 1.15% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 1.77M | 1.08% |
Frequently asked questions
Who is the largest shareholder of Liberty Energy?
Blackrock Inc. is the largest institutional shareholder of LBRT, owning 16.88% of shares outstanding (27.55M shares) as of its latest 13F filing.
What percentage of Liberty Energy is owned by institutions?
Institutions own about 113.3% of LBRT shares and 115.6% of the public float.
How much of Liberty Energy do insiders own?
Insiders, such as officers and directors, own about 1.99% of LBRT shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.